Hogan Taylor LLP

Employee Benefit Plan Auditor

Tulsa, OK

About Hogan Taylor LLP

<p>Founded in 2009, HoganTaylor LLP has grown into a 377-person public accounting and advisory firm with deep roots in Oklahoma and neighboring states.</p> <p>Based in Tulsa in the Tulsa metro area, the firm also has offices in Oklahoma City, Fayetteville, Little Rock, and Baton Rouge, supporting organizations across Oklahoma, Arkansas, and the central U.S. Its team includes CPAs and advisors who handle assurance, accounting, and tax work alongside business advisory, technology, and wealth management services.</p> <p>For employers that need an auditor as part of their retirement plan oversight, HoganTaylor brings the same assurance discipline used across its broader client base. The firm also works with organizations in industries such as Construction, Energy, and Nonprofit, which often have complex reporting and internal control needs.</p> <p>A practical differentiator is its multi-office footprint across the region, which helps clients work with local professionals while keeping consistent firm-wide resources. Contact Gwendolyn Mazzola to discuss audit and assurance needs.</p> <ul> <li>Audit and assurance services, including retirement plan audit support</li> <li>Tax planning and compliance</li> <li>Accounting and reporting support</li> <li>Business advisory and specialized consulting</li> <li>Industry experience in Construction, Energy, and Nonprofit</li> </ul>

Website: https://www.hogantaylor.com/

Founded: 2009

Employees: 377

Office Locations

  • Tulsa, OK

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 160
  • Total AUM Audited: $16.3B
  • 401(k): 160 plans, $16.3B AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
INTUIT INC. 401(K) PLANINTUIT INC., CA$3.7B24,200
WINDSTREAM 401(K) PLANWINDSTREAM SERVICES LLC, AR$1.3B8,623
BOK FINANCIAL 401(K) PLANBOKF, NA, OK$1.2B4,961
CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLANEXPAND ENERGY CORPORATION, OK$640M1,742
ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLANALLIANCE COAL, LLC, OK$639M3,732
SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUPHOBBY LOBBY STORES, INC., OK$564M31,651
AAON, INC. SAVINGS AND INVESTMENT PLANAAON, INC., OK$449M4,648
WINDSTREAM PENSION PLANWINDSTREAM SERVICES, LLC, AR$433M1,298
CONTINENTAL RESOURCES, INC. 401(K)CONTINENTAL RESOURCES, INC., OK$390M1,400
PAYCOM 401(K) PLANPAYCOM PAYROLL, LLC, OK$322M7,073
CENTRAL STATES, INC. EMPLOYEE STOCK OWNERSHIP PLANCENTRAL STATES, INC., AR$311M1,236
BANK OZK 401(K) RETIREMENT SAVINGS PLANBANK OZK, AR$294M2,922
MATRIX SERVICE COMPANY 401(K) SAVINGS PLANMATRIX SERVICE COMPANY, OK$216M1,851
HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANHARDING UNIVERSITY, AR$202M661
CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLANCROWE & DUNLEVY, A PROFESSIONAL CORPORATION, OK$188M181
WATCO COMPANIES, L.L.C. 401(K) PLANWATCO COMPANIES, L.L.C., KS$188M4,284
MCAFEE & TAFT RETIREMENT PLANMCAFEE & TAFT A PROFESSIONAL CORPORATION, OK$183M337
GARVER RETIREMENT PLANGARVER, LLC, AR$176M1,484
NAB PENSION RETIREMENT PLAN & TRUSTTHE NABHOLZ GROUP, INC., AR$155M1,466
THE SCHUSTERMAN INTERESTS, LLC EMPLOYEES' THRIFT RETIREMENT PLANSCHUSTERMAN INTERESTS, LLC, OK$152M316

Showing top 20 of 167 plans serviced in 2025.

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